5/4/2024 | Hemington Wealth Management | 2,345 | $900K | 0.3% | +6.5% | 0.000% | |
5/4/2024 | Howland Capital Management LLC | 7,663 | $2.94M | 0.1% | +0.7% | 0.001% | |
5/4/2024 | SPC Financial Inc. | 3,910 | $1.50M | 0.1% | -5.8% | 0.000% | |
5/4/2024 | Beacon Bridge Wealth Partners LLC | 1,593 | $611K | 0.3% | +2.4% | 0.000% | |
5/4/2024 | Coulter & Justus Financial Services LLC | 1,774 | $681K | 0.2% | N/A | 0.000% | |
5/4/2024 | Vista Capital Partners Inc. | 593 | $227K | 0.0% | N/A | 0.000% | |
|
5/4/2024 | Geneos Wealth Management Inc. | 16,937 | $6.50M | 0.3% | +1.6% | 0.002% | |
5/4/2024 | Essex LLC | 882 | $339K | 0.1% | -8.9% | 0.000% | |
5/4/2024 | DAVENPORT & Co LLC | 246,460 | $94.54M | 0.6% | -0.4% | 0.025% | |
5/4/2024 | 9258 Wealth Management LLC | 14,425 | $5.53M | 0.9% | +3.9% | 0.001% | |
5/4/2024 | Valley Wealth Managers Inc. | 13,273 | $5.09M | 0.4% | -7.7% | 0.001% | |
5/4/2024 | Commonwealth Retirement Investments LLC | 18,628 | $7.15M | 3.4% | +5.5% | 0.002% | |
5/4/2024 | Paulson Wealth Management Inc. | 4,171 | $1.60M | 0.5% | -1.6% | 0.000% | |
5/4/2024 | Csenge Advisory Group | 19,239 | $7.38M | 0.4% | +1.4% | 0.002% | |
5/4/2024 | Eos Management L.P. | 3,222 | $1.24M | 0.5% | -44.9% | 0.000% | |
5/4/2024 | Richardson Financial Services Inc. | 3,234 | $1.24M | 0.9% | +7.8% | 0.000% | |
5/3/2024 | Signaturefd LLC | 47,663 | $18.28M | 0.4% | -2.6% | 0.005% | |
5/3/2024 | FDx Advisors Inc. | 8,632 | $3.31M | 0.5% | -33.9% | 0.001% | |
5/3/2024 | Integris Wealth Management LLC | 621 | $238K | 0.1% | N/A | 0.000% | |
5/3/2024 | Embree Financial Group | 604 | $232K | 0.0% | N/A | 0.000% | |
5/3/2024 | STAR Financial Bank | 3,844 | $1.48M | 1.3% | -2.5% | 0.000% | |
5/3/2024 | Clarity Capital Partners LLC | 1,900 | $729K | 0.5% | -1.6% | 0.000% | |
5/3/2024 | Carson Advisory Inc. | 6,618 | $2.54M | 1.8% | +0.5% | 0.001% | |
5/3/2024 | Catalina Capital Group LLC | 5,618 | $2.16M | 0.9% | +61.2% | 0.001% | |
5/3/2024 | Avidian Wealth Solutions LLC | 14,261 | $5.47M | 0.3% | +3.1% | 0.001% | |
5/3/2024 | TFB Advisors LLC | 1,156 | $443K | 0.2% | +76.5% | 0.000% | |
5/3/2024 | Mediolanum International Funds Ltd | 76,769 | $29.62M | 0.5% | N/A | 0.008% | |
5/3/2024 | Smithbridge Asset Management Inc. DE | 695 | $267K | 0.1% | -6.7% | 0.000% | |
5/3/2024 | Larson Financial Group LLC | 4,317 | $1.66M | 0.1% | +5.6% | 0.000% | |
5/3/2024 | Callan Capital LLC | 4,789 | $1.84M | 0.2% | +12.9% | 0.000% | |
5/3/2024 | MRA Advisory Group | 1,850 | $710K | 0.4% | -9.2% | 0.000% | |
5/3/2024 | WealthTrust Asset Management LLC | 743 | $285K | 0.2% | -26.4% | 0.000% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 22,260 | $8.54M | 1.0% | +102.6% | 0.002% | |
5/3/2024 | Westchester Capital Management Inc. | 37,019 | $14.20M | 3.6% | -1.9% | 0.004% | |
5/3/2024 | Rehmann Capital Advisory Group | 11,408 | $4.38M | 0.3% | +40.0% | 0.001% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 563,341 | $216.10M | 0.7% | -1.4% | 0.057% | |
5/3/2024 | Commerce Bank | 233,756 | $89.67M | 0.6% | -5.0% | 0.024% | |
5/3/2024 | Wellington Shields Capital Management LLC | 9,942 | $3.81M | 0.7% | +0.4% | 0.001% | |
5/3/2024 | AA Financial Advisors LLC | 1,524 | $585K | 0.2% | N/A | 0.000% | |
5/3/2024 | BI Asset Management Fondsmaeglerselskab A S | 50,090 | $19.22M | 0.4% | +20.0% | 0.005% | |
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5/3/2024 | Boomfish Wealth Group LLC | 2,472 | $948K | 0.6% | +2.4% | 0.000% | |
5/3/2024 | Pictet North America Advisors SA | 11,410 | $4.38M | 0.5% | -6.6% | 0.001% | |
5/3/2024 | United Community Bank | 6,887 | $2.64M | 1.0% | -2.6% | 0.001% | |
5/3/2024 | CapWealth Advisors LLC | 35,024 | $13.44M | 1.5% | -0.2% | 0.004% | |
5/3/2024 | Peoples Bank OH | 3,381 | $1.30M | 0.7% | -1.1% | 0.000% | |
5/3/2024 | Proficio Capital Partners LLC | 10,096 | $3.87M | 0.4% | +3.2% | 0.001% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 12,251 | $4.70M | 1.9% | +2.6% | 0.001% | |
5/3/2024 | Liberty Wealth Management LLC | 2,057 | $789K | 0.2% | -1.9% | 0.000% | |
5/3/2024 | Central Pacific Bank Trust Division | 3,428 | $1.26M | 0.2% | N/A | 0.000% | |
5/3/2024 | Nicollet Investment Management Inc. | 8,435 | $3.24M | 1.2% | N/A | 0.001% | |
5/3/2024 | Smith Salley Wealth Management | 16,943 | $6.50M | 0.5% | -23.8% | 0.002% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 38,031 | $14.59M | 0.4% | +2.7% | 0.004% | |
5/3/2024 | Whittier Trust Co. | 72,235 | $27.71M | 0.4% | -3.3% | 0.007% | |
5/3/2024 | Hoertkorn Richard Charles | 21,784 | $8.36M | 3.6% | -2.0% | 0.002% | |
5/2/2024 | Mutual Advisors LLC | 26,406 | $10.13M | 0.3% | -10.0% | 0.003% | |
5/2/2024 | Diversified LLC | 3,608 | $1.38M | 0.2% | +9.6% | 0.000% | |
5/2/2024 | Suncoast Equity Management | 1,830 | $702K | 0.1% | -66.4% | 0.000% | |
5/2/2024 | Smart Money Group LLC | 1,734 | $665K | 0.3% | +48.8% | 0.000% | |
5/2/2024 | Salomon & Ludwin LLC | 3,082 | $1.18M | 0.1% | -2.2% | 0.000% | |
5/2/2024 | Pegasus Asset Management Inc. | 4,700 | $1.80M | 0.7% | +1.0% | 0.000% | |
5/2/2024 | First Command Advisory Services Inc. | 6,888 | $2.64M | 0.0% | -10.6% | 0.001% | |
5/2/2024 | Financial Counselors Inc. | 140,838 | $54.03M | 0.9% | +2.2% | 0.014% | |
5/2/2024 | Peregrine Asset Advisers Inc. | 4,009 | $1.46M | 0.6% | +1.9% | 0.000% | |
5/2/2024 | Chase Investment Counsel Corp | 1,927 | $739K | 0.3% | +3.3% | 0.000% | |
5/2/2024 | Jennison Associates LLC | 4,917,286 | $1.89B | 1.3% | +13.1% | 0.496% | |
5/2/2024 | Pacific Wealth Strategies Group Inc. | 4,707 | $1.81M | 1.5% | -3.7% | 0.000% | |
5/2/2024 | Mutual of America Capital Management LLC | 135,738 | $52.07M | 0.6% | -2.1% | 0.014% | |
5/2/2024 | Hudock Inc. | 2,272 | $872K | 0.2% | +2.4% | 0.000% | |
5/2/2024 | Summit Financial Wealth Advisors LLC | 760 | $292K | 0.1% | +9.2% | 0.000% | |
5/2/2024 | AAFMAA Wealth Management & Trust LLC | 4,790 | $1.84M | 1.0% | -39.0% | 0.000% | |
5/2/2024 | Centerpoint Advisors LLC | 2,471 | $948K | 0.4% | -2.1% | 0.000% | |
5/2/2024 | Adapt Wealth Advisors LLC | 629 | $241K | 0.2% | N/A | 0.000% | |
5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 2,095 | $804K | 0.2% | +23.0% | 0.000% | |
5/2/2024 | FinTrust Capital Advisors LLC | 6,936 | $2.66M | 0.5% | +11.4% | 0.001% | |
5/2/2024 | Lionsbridge Wealth Management LLC | 3,709 | $1.42M | 1.1% | -4.5% | 0.000% | |
5/2/2024 | Wright Investors Service Inc. | 28,843 | $11.06M | 2.8% | +4.8% | 0.003% | |
5/2/2024 | Daiwa Securities Group Inc. | 174,827 | $67.06M | 0.4% | +5.0% | 0.018% | |
5/2/2024 | Graypoint LLC | 14,007 | $5.37M | 0.4% | +3.7% | 0.001% | |
5/2/2024 | Hardy Reed LLC | 3,473 | $1.33M | 0.2% | -1.1% | 0.000% | |
5/2/2024 | Lwmg LLC | 613 | $235K | 0.1% | -38.6% | 0.000% | |
5/2/2024 | Haverford Trust Co | 114,044 | $43.75M | 0.5% | -5.1% | 0.012% | |
5/2/2024 | Value Partners Investments Inc. | 50,783 | $19.48M | 0.6% | -49.3% | 0.005% | |
5/2/2024 | Consolidated Planning Corp | 25,199 | $9.67M | 1.7% | -2.3% | 0.003% | |
5/2/2024 | Pittenger & Anderson Inc. | 45,740 | $17.55M | 0.7% | -0.6% | 0.005% | |
5/2/2024 | GSB Wealth Management LLC | 11,733 | $4.50M | 1.3% | +0.4% | 0.001% | |
5/2/2024 | Quent Capital LLC | 8,433 | $3.24M | 0.4% | +5.6% | 0.001% | |
5/2/2024 | Nordea Investment Management AB | 974,042 | $373.08M | 0.4% | +0.3% | 0.098% | |
5/2/2024 | Horan Securities Inc. | 2,630 | $1.01M | 0.5% | +56.3% | 0.000% | |
5/2/2024 | Hendley & Co. Inc. | 590 | $226K | 0.1% | N/A | 0.000% | |
5/2/2024 | Lincoln National Corp | 32,877 | $12.61M | 0.2% | +3.0% | 0.003% | |
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5/2/2024 | Almanack Investment Partners LLC. | 1,413 | $542K | 0.1% | +16.4% | 0.000% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 54,754 | $20.05M | 1.1% | +6.0% | 0.006% | |
5/2/2024 | Mendel Money Management | 2,927 | $1.12M | 0.5% | -201.1% | 0.000% | |
5/2/2024 | Fidelis Capital Partners LLC | 10,251 | $3.93M | 0.7% | +6.0% | 0.001% | |
5/2/2024 | Goelzer Investment Management Inc. | 12,867 | $4.94M | 0.3% | -1.8% | 0.001% | |
5/2/2024 | St. Louis Trust Co | 1,249 | $479K | 0.1% | +28.0% | 0.000% | |
5/2/2024 | BNP Paribas | 35,402 | $13.59M | 0.6% | N/A | 0.004% | |
5/2/2024 | Choreo LLC | 59,311 | $22.75M | 0.6% | -0.1% | 0.006% | |
5/2/2024 | Tobam | 1,488 | $571K | 0.1% | -26.4% | 0.000% | |
5/2/2024 | CNB Bank | 4,939 | $1.90M | 0.9% | -1.3% | 0.000% | |